Australia: Wealth & Asset Management

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Wealth management law thought leadership, articles, podcasts, videos and webinars from expert sources across the legal world. Explore insights covering topics such as offshore banking, offshore company formation, offshore financial centres, wealth and asset management.

Is Your Estate Plan Crash-Proof?

In recent weeks, global stock markets have experienced a dramatic decline, with the ASX 200 falling by 6.5% in a single day on April 7—marking its steepest one-day drop since March 2020.

Australia Family

KK

Kalus Kenny Intelex

Elder wealth transfers and the Court's watchful eye: transactions undone in La Selva v La Selva [2025] NSWSC 78

La Selva is a case about a vulnerable elderly woman who, in the last year of her life, transferred over $1.3 million to her son.

Australia Family

BP

Bartier Perry

Can a person with a cognitive impairment make a Will?

Can a person with a cognitive impairment can make a Will?

Australia Wealth Mgt

CG

Cooper Grace Ward

Deducting Advisory Fees from Superannuation Accounts – changes start 10 January 2025

Amendments to laws clarify that superannuation trustees may charge fees for advice.

Australia Wealth Mgt

SG

Sophie Grace Pty Ltd

What Happens If The Original Will Cannot Be Found?

Australia Wealth Mgt

HP

Hall Payne Lawyers

Case Note: Crown v Holt [2024] WASC 332

Australia Wealth Mgt

HL

HHG Legal Group

What is mental capacity as it applies to the preparation of wills, enduring powers of attorney and other legal documents?

Australia Wealth Mgt

CO

Carroll & O'Dea

Can an SMSF buy real property from a related party?

Australia Wealth Mgt

CG

Cooper Grace Ward

Racing Clubs Face the Superannuation Stakes

Australia Wealth Mgt

PP

Pointon Partners

Asset Protection and Getting Your Affairs in Order: A Holistic Approach

Australia Wealth Mgt

P

PCL Lawyers

Can an attorney make or renew a superannuation binding death benefit nomination?

Australia Wealth Mgt

CG

Cooper Grace Ward

Managing Digital Assets as part of succession planning

Australia Wealth Mgt

HL

HHG Legal Group

"Mum was heavily drugged when she changed her will and disinherited me." Which case won?

Australia Wealth Mgt

S

Stacks Law Firm

Succession Act (SA) 2023 – Changes in SA – Part 1

Australia Wealth Mgt

PA

Piper Alderman

BFA Family Law Basics 2025

Australia Family

JS

JB Solicitors

Psychological injuries at the centre of WHS reforms

Australia Employment

B

Barry Nilsson

482 Visa Processing Times | Delays In Government Processing

Australia Immigration

IL

Interstaff Immigration Agency

Skilled Visa Salary Thresholds To Increase To 4.6% From 1 July 2025

Australia Immigration

IL

Interstaff Immigration Agency

FWC raises the bar for responding to flexible work requests

Australia Employment

GC

Gilchrist Connell

What to do when someone dies

Certain legal steps must be followed before an estate can be distributed to beneficiaries.

Australia Wealth Mgt

BP

Bartier Perry

ASIC To Focus On Net Zero Statements And Targets

On 21-22 November 2023, the Australian Securities & Investments Commission (ASIC) hosted the ASIC Annual Forum with a focus on ‘navigating disruption'.

Australia Strategy

KG

K&L Gates LLP

Wholesale Client Eligibility – Sophisticated Investor and Individual Wealth Tests

The issue of wholesale client eligibility has recently been attracting increased attention as an area in need of reform.

Australia Wealth Mgt

HN

Holley Nethercote

Pulling her punches? The Quality of Advice Review and wholesale clients

The Quality of Advice Review aimed to ensure access to "high quality, accessible and affordable" financial advice.

Australia Finance

HN

Holley Nethercote

Childcare Investments in Australia brave the COVID-19 global pandemic

Australia Wealth Mgt

RC

Rostron Carlyle Rojas

Financial security is only as good as your income diversity

Australia Strategy

MD

McCarthy Durie Lawyers

Supporting entrepreneurial spirit

Australia Commercial

MP

Madderns Patent & Trade Mark Attorneys

Spotlight On Ipervescence: Introductory Interview

Australia Wealth Mgt

DC

Davies Collison Cave

Asset protection in a global pandemic

MR

McCullough Robertson

Foreign Investment And Australia's Infrastructure Sector

Australia Government

JW

Johnson Winter & Slattery

Global asset management quarterly

Australia Finance

NR

Norton Rose Fulbright Australia

GP-Led Fund Restructures – A Walkthrough

Australia Wealth Mgt

HS

Herbert Smith Freehills Kramer LLP

Funds Management: The Cost Reduction Imperative For Asset Managers

Australia Finance

HS

Herbert Smith Freehills Kramer LLP

Establishing an SMSF – 7 reasons to use a corporate trustee

Australia Wealth Mgt

HN

Holley Nethercote

Global asset management quarterly

This global asset management quarterly links to new developments in asset management in various countries.

Australia Finance

NR

Norton Rose Fulbright Australia

GP-Led Fund Restructures – A Walkthrough

For the last 5 years, general partner (GP)-led secondary transactions have been continually singled out as the transactions to watch in the secondary space.

Australia Wealth Mgt

HS

Herbert Smith Freehills Kramer LLP

Funds Management: The Cost Reduction Imperative For Asset Managers

The funds management industry has been experiencing a period of structural change and market volatility which has left institutional investors re-evaluating their preferred operating model.

Australia Finance

HS

Herbert Smith Freehills Kramer LLP

Establishing an SMSF – 7 reasons to use a corporate trustee

This article looks at the trustee requirements for SMSFs and sets out a number of reasons for preferring a corporate trustee.

Australia Wealth Mgt

HN

Holley Nethercote

Voluntary superannuation contributions from downsizing - an opportunity for over 65s

Australia Finance

S

Stacks Law Firm

Enduring power of attorney - beware financial abusers

Articles discusses ways to mitigate risk of financial exploitation steming from a person who holds EPA misusing their power.

Australia Wealth Mgt

HL

HHG Legal Group

Investing in the Australian mining industry

Article provides a guide to investing in the Australian mining industry which is particularly useful for foreign investors.

Australia Energy

CC

Corrs Chambers Westgarth

Establishing a trust – unintended consequences when it goes wrong!

Whilst establishing a trust is simple, it is often not done properly.

Australia Commercial

CG

Cooper Grace Ward

Downsizer superannuation contributions – what you need to know about the new contribution cap

Downsizer contributions provide an additional opportunity for people aged over 65 to make contributions to superannuation.

CG

Cooper Grace Ward

The bankrupt, the trustee and the superannuation fund – which case won?

Australia Insolvency

S

Stacks Law Firm

Pre-nuptial agreements: If you like it…put a prenup on it, or should you?

Australia Family

HL

HHG Legal Group

LimeLight Issue No. 80

Australia Finance

GC

Gilchrist Connell

Dangers of changing your home ownership structure in your senior years

Australia Family

S

Stacks Law Firm

Part II: Certified Wholesale - SMSFs and Accountants Certificates

Australia Wealth Mgt

HN

Holley Nethercote

Part I: Certified Wholesale - SMSFs and Accountants Certificates

Australia Wealth Mgt

HN

Holley Nethercote

Regulatory reform agenda: What does it mean for the banks?

Australia Finance

CC

Corrs Chambers Westgarth

Must try harder: ASIC's half term report card

Australia Finance

CC

Corrs Chambers Westgarth

Islamic financing to be bolstered significantly in Australia by proposed tax changes

Australia Finance

CB

Colin Biggers & Paisley

Superannuation slammed and carved up in budget – the reform cycle continues

Australia Employment

CC

Corrs Chambers Westgarth

Data analytics: Trying to hide from the Tax Man? Think again!

K

KordaMentha

Market Update - Alert but not Alarmed

Australia Wealth Mgt

MA

Moore Australia

Proposed changes to the Age Pension in the 2015-16 Budget

Australia Government

MA

Moore Australia

The growth of student accommodation as an asset class in Australia

Australia Wealth Mgt

NR

Norton Rose Fulbright Australia

Investment insights - Let the forecasting begin

Australia Wealth Mgt

MA

Moore Australia

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Latest Videos

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Can a person with a cognitive impairment make a Will?

CG

Cooper Grace Ward

Can an SMSF buy real property from a related party?

CG

Cooper Grace Ward

Can an attorney make or renew a superannuation binding death benefit nomination?

CG

Cooper Grace Ward

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